Purchases and Sales Made in Q3 2024 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-124- 6.53% |
$22.5K - $24.4K
|
1.78K
$338K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-127- 0.53% |
$23K - $25K
|
24K
$4.58M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-129- 0.49% |
$23.4K - $25.4K
|
26.1K
$4.97M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-129- 2.81% |
$23.4K - $25.4K
|
4.46K
$851K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-129- 0.74% |
$23.4K - $25.4K
|
17.4K
$3.31M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-130- 6.04% |
$23.5K - $25.6K
|
2.02K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-134- 2.36% |
$24.3K - $26.4K
|
5.55K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-135- 8.28% |
$24.4K - $26.6K
|
1.5K
$285K
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-137- 0.79% |
$24.8K - $27K
|
17.2K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-138- 1.58% |
$25K - $27.2K
|
8.59K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-138- 7.92% |
$25K - $27.2K
|
1.6K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-139- 0.74% |
$25.2K - $27.4K
|
18.7K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-140- 8.35% |
$25.3K - $27.6K
|
1.54K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-141- 1.89% |
$25.5K - $27.8K
|
7.32K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-142- 3.32% |
$25.7K - $28K
|
4.13K
$788K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-145- 10.15% |
$26.3K - $28.6K
|
1.28K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-145- 2.05% |
$26.3K - $28.6K
|
6.93K
$1.32M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-145- 9.07% |
$26.3K - $28.6K
|
1.45K
$277K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-149- 17.93% |
$27K - $29.4K
|
682
$130K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-149- 0.72% |
$27K - $29.4K
|
20.6K
$3.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-150- 6.9% |
$27.2K - $29.6K
|
2.03K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-150- 4.64% |
$27.2K - $29.6K
|
3.08K
$587K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-150- 5.2% |
$27.2K - $29.6K
|
2.74K
$522K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-152- 1.55% |
$27.5K - $30K
|
9.69K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-153- 49.2% |
$27.7K - $30.2K
|
158
$30.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-156- 1.05% |
$28.2K - $30.8K
|
14.7K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-157- 0.88% |
$28.4K - $31K
|
17.7K
$3.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-160- 8.54% |
$29K - $31.5K
|
1.71K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-163- 2.93% |
$29.5K - $32.1K
|
5.4K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-164- 94.8% |
$29.7K - $32.3K
|
9
$1.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-167- 14.35% |
$30.2K - $32.9K
|
997
$190K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-173- 5.37% |
$31.3K - $34.1K
|
3.05K
$581K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-173- 3.51% |
$31.3K - $34.1K
|
4.76K
$907K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-174- 2.32% |
$31.5K - $34.3K
|
7.31K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-174- 1.58% |
$31.5K - $34.3K
|
10.8K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-179- 7.94% |
$32.4K - $35.3K
|
2.08K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-182- 10.71% |
$33K - $35.9K
|
1.52K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-183- 97.86% |
$33.1K - $36.1K
|
4
$762
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-190- 5.16% |
$34.4K - $37.5K
|
3.49K
$666K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-191- 1.13% |
$34.6K - $37.7K
|
16.7K
$3.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-193- 6.5% |
$34.9K - $38.1K
|
2.78K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-197- 0.93% |
$35.7K - $38.8K
|
21K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-201- 0.51% |
$36.4K - $39.6K
|
39.5K
$7.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-201- 7.32% |
$36.4K - $39.6K
|
2.54K
$485K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-205- 2.48% |
$37.1K - $40.4K
|
8.07K
$1.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-207- 1.74% |
$37.5K - $40.8K
|
11.7K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-211- 2.37% |
$38.2K - $41.6K
|
8.69K
$1.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-214- 1.71% |
$38.7K - $42.2K
|
12.3K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-217- 5.14% |
$39.3K - $42.8K
|
4K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-217- 19.41% |
$39.3K - $42.8K
|
901
$172K
|